Ideas

Showing 42

Ensure Full Compatibility of Sage 200 with New Outlook Before 2029

With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...

Pete Pete about 1 year ago in Email / Emailing 0 Idea Accepted - Gauging Support

43 VOTE

Change date on posted invoice, journal and bank transaction

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....

Janine Holloway 8 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

53 VOTE

When entering a SL customer receipt / payment, option to toggle on/off account hold status

We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...

Stuart King over 1 year ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

40 VOTE

Who Uses Cheques?

Cheques are hardly used any more. Payments are usually BACS, online or by transfer. Cheque Number should perhaps be updated in each module to Payment Reference.

David Low over 2 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

30 VOTE

When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first

Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittan...

Alison Alison about 2 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

21 VOTE

When entering a receipt payment in sales ledger have ability to enter comment on over-payments

When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt

Oldschool Oldschool over 1 year ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

7 VOTE

Allow expressions to determine email attachments

I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression

Andrew Dunn 11 months ago in Emailing 0 Idea Accepted - Gauging Support

27 VOTE

Cash Book attachments

There is no facility to add attachments to Bank Postings - this would be useful as we would then be able to be able to have a complete audit trail of what makes up the posting and would make audit easier

Guest about 4 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

34 VOTE

Allow the message body in email settings to be amended with Fields from a Customer account

I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.

Guest over 6 years ago in Emailing 0 Idea Accepted - Gauging Support

8 VOTE

Option to protect Creditors & Debtors control accounts from direct bank postings

Nominal codes for Creditors & Debtors control accounts are available in bank payments and receipts. Supplier and Customer payments and receipts should be sufficient.

David Low over 1 year ago in Payment/Receipt 3 Idea Accepted - Gauging Support

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